Business Planning Services

Strategic Growth Solutions for Associations, Construction, Life Sciences, Manufacturing, Non-Profits, Pharmacies, Professional Services, Real Estate, Hospitality, Retail & Technology

At Berndt CPA, we provide customized business planning services to companies and organizations. Whether you’re a startup preparing to launch, a nonprofit strengthening your mission, or a manufacturer planning expansion, we help businesses across industries develop actionable, results-driven business plans.

Our team works with a wide range of sectors—associations, construction, life sciences, manufacturing, nonprofits, pharmacies, professional services, real estate, hospitality, retail, and technology—delivering strategic plans that align vision with financial clarity and operational excellence.

Why Businesses Trust Berndt CPA

A strong business plan is more than a formality—it’s a foundation for growth. Yet many business owners and executives put off planning due to day-to-day pressures. Without a current plan, businesses risk operating without direction or alignment.

Berndt CPA brings structure, insight, and industry knowledge to your planning process. Whether you need to secure funding, improve internal decision-making, support investor relations, or define long-term goals, we create roadmaps tailored to your unique business and market environment.

M&A Services Designed for Strategic Growth or Exit

Whether you’re exploring acquisition opportunities or ready to sell and transition your business, Berndt CPA provides clarity, confidence, and experienced support. We work closely with business owners, boards, and stakeholders to ensure transactions are financially sound, tax-efficient, and strategically aligned with your future vision.

Strategic Goal Development

Define your short- and long-term business objectives with measurable milestones

Operational & Workflow Analysis

Evaluate and improve internal operations to enhance productivity and profitability

Sales & Marketing Strategy

Craft effective marketing plans tailored to your industry—whether retail, tech, real estate, or beyond

Financial Budgeting

Build realistic financial budgets to guide growth and attract financing

Human Resources Planning

Align your team structure with business needs in sectors like manufacturing, hospitality, and life sciences

Market Positioning & SWOT Analysis

Understand your competitive environment and leverage your internal strengths

Plan Reviews & Updates

Update outdated business plans to reflect current goals and market realities

Local Expertise. Strategic Vision.

At Berndt CPA, we understand the regional economic landscape of Southern Wisconsin. Our experience working with local businesses across diverse industries gives us the insight needed to create relevant, practical, and impactful business plans.

We don’t deliver generic templates—we deliver strategy rooted in your goals, your numbers, and your marketplace.